Staying Ahead of Change — So Our Clients Don’t Have To

Last month, Seascape Capital’s own Chrissy Sullivan attended the Heckerling Institute on Estate Planning — widely regarded as the gold standard for estate, tax, and wealth transfer strategy. 

Why it matters for our clients:  the laws, strategies, and planning opportunities around estate planning continue to evolve quickly.  Staying at the forefront means we can proactively help families and business owners protect what they’ve built, plan for complexity, and make informed decisions — before changes create urgency or missed opportunities. 

Continuing education at this level isn’t about credentials on a wall.  It’s about delivering thoughtful, up-to-date guidance that helps our clients feel confident about their plans today and prepared for what’s next. 

We are always happy to work alongside your estate planning attorney to help ensure all the pieces of your plan are working together.